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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1176
Fiducient Advisors
Illinois
$225K +$214K +1,204 New
SPWG
1177
Syntegra Private Wealth Group
Missouri
$225K +$214K +1,202 New
SIC
1178
Samalin Investment Counsel
New York
$225K -$175K -984 -45%
BHIA
1179
Birch Hill Investment Advisors
Massachusetts
$224K – – –
IPAM
1180
Investment Partners Asset Management
New Jersey
$224K – – –
PP
1181
Patten & Patten
Tennessee
$224K – – –
FG
1182
Fiduciary Group
Georgia
$223K – – –
SWM
1183
Segment Wealth Management
Texas
$223K +$212K +1,194 New
FPCG
1184
Fort Pitt Capital Group
Pennsylvania
$222K -$23.3K -131 -10%
PGA
1185
Portland Global Advisors
Maine
$222K – – –
LGWM
1186
Litman Gregory Wealth Management
California
$221K +$210K +1,184 New
MHB
1187
Midwest Heritage Bank
Iowa
$221K +$210K +1,181 New
GI
1188
GAMMA Investing
California
$220K -$36.3K -204 -15%
TH
1189
TCTC Holdings
Texas
$220K – – –
FCMT
1190
Founders Capital Management (Texas)
Texas
$219K -$16.9K -95 -7%
CP
1191
Covenant Partners
Tennessee
$217K -$17.1K -96 -8%
DIM
1192
Delta Investment Management
California
$217K -$4.5M -25,306 -96%
RF
1193
RHS Financial
California
$217K +$206K +1,159 New
CDH
1194
Charles D. Hyman
$215K +$204K +1,150 New
HI
1195
Human Investing
Oregon
$215K +$204K +1,149 New
Lazard Asset Management
1196
Lazard Asset Management
New York
$214K – – –
T
1197
TrueFG
Texas
$214K +$204K +1,145 New
PPP
1198
Private Portfolio Partners
New Jersey
$213K +$203K +1,142 New
VDI
1199
Vaughan David Investments
Illinois
$213K -$161K -907 -44%
AWM
1200
Aprio Wealth Management
Georgia
$213K +$202K +1,138 New